See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,722 | $106,584-59.0% | $101,326-56.8% | $142,382-69.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 32.36% | 36.93%-4.6pp | 36.82%-4.5pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,843 | $3,956-2.9% | $3,665+4.8% | $4,299-10.6% |
| Participant deferral / active EE | $13,828 | $8,297+66.7% | $7,994+73.0% | $6,507+112.5% |
| Admin fee / account holder | $10,143 | $11,446-11.4% | $11,185-9.3% | $12,624-19.7% |